Fodera Investments, Inc. manages client investment accounts based on their stated risk tolerance and long-term goals. The firm also offers investment advice through consultations. Clients can restrict investments in certain securities. Fodera Investments manages accounts on a non-discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K+ | 1.50% |
Accounts under $10,000 are charged a fixed $150 annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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